Institutional Ownership Nu Holdings Ltd. (NU)
This table provides information about the institutional ownership of Nu Holdings Ltd. (NU). We have compiled data on the 920 institutions that hold shares in the stock, with a total of 2.56 Billion shares, which have been reported (via 13F filing form) to have a value of $40.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ninepoint Partners LP
|
Nov 12, 2025 Q3 2025 |
6,995
shares
|
$110,660
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
6,932
shares
|
$109,664
0.0% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
6,673
shares
|
$105,566
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
6,285
shares
|
$99,428
0.02% of portfolio
|
Q3 2025
Added 743.62%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
5,800
shares
|
$91,756
0.0% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
5,767
shares
|
$91,233
0.01% of portfolio
|
Q3 2025
Added 11.87%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
5,712
shares
|
$90,363
0.0% of portfolio
|
Q2 2023
Added 32.47%
|
|
|
Cliffwater LLC
Marina Del Rey, CA |
Nov 13, 2025 Q3 2025 |
5,472
shares
|
$86,567
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
3,787
shares
|
$59,910
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
3,784
shares
|
$59,862
0.0% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3,718
shares
|
$58,818
0.05% of portfolio
|
Q2 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
3,592
shares
|
$56,825
0.0% of portfolio
|
Q3 2025
Added 15.68%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
3,488
shares
|
$55,180
0.0% of portfolio
|
Q3 2025
Added 36.14%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
3,300
shares
|
$52,206
0.02% of portfolio
|
Q3 2025
Added 1000.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
3,051
shares
|
$48,266
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
3,027
shares
|
$47,887
0.04% of portfolio
|
Q3 2025
Reduced 11.0%
|
|
|
Piscataqua Savings Bank
|
Oct 28, 2025 Q3 2025 |
3,000
shares
|
$47,460
0.04% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
2,900
shares
|
$45,878
0.0% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,849
shares
|
$45,071
0.0% of portfolio
|
Q3 2025
Reduced 10.04%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
2,700
shares
|
$42,714
0.0% of portfolio
|
Q1 2025
Added 107.69%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
2,620
shares
|
$41,448
0.0% of portfolio
|
Q2 2025
Added 8.76%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,593
shares
|
$41,021
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,583
shares
|
$40,863
0.0% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,456
shares
|
$38,853
0.01% of portfolio
|
Q4 2023
Added 131.04%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,441
shares
|
$38,616
0.0% of portfolio
|
Q3 2025
Added 0.49%
|
|